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This section is only relevant if you're using If you don't use MYOB AE or MYOB AO on a desktop computer in AO in your practice, this information won't be relevant to you. See our Getting started for partners page instead.

 

MYOB Portal Practice can be used on any computer or mobile device with access to the internet.

You can access MYOB Practice at any time:

  • directly from your browser by visiting partner.myob.com.
  • by clicking Image Added on the toolbar of your MYOB AE/AO desktop software.

 

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To make sure that MYOB

Portal

Practice displays and works correctly, use

one of

the latest

two

versions of the following supported browsers:

  • Firefox
  • Google Chrome
  • Internet Explorer
    • Microsoft Edge
    • Safari.

    It's best if you enable cookies and JavaScript on your browser as well. See How to enable cookies and How to enable JavaScript if you need more info.

    If you're using a mobile device, you can use one of the latest 2 versions of any mobile operating system.

    Screen resolutions from (640px x 960px) to (2560px x 1440px) are supported.

    • MYOB AE

    in AustraliaFor MYOB AE
    • clients only, if you're not using Document Manager with MYOB AE, make sure that you're using the Windows Explorer view for your Clients > Documents tab.

    For more info...
    • If you

    use...
  • Install the following software...

  • UI Expand
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    titleBefore you start
    • Make sure that you have set up MYOB Logins for each of your employees.

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    If you have multiple databases, set up MYOB Logins for each database.

    • For

    more info...
    If you use...See...
    Setting up MYOB Logins for your practice
    MYOB AO in AustraliaSetting up MYOB Logins for your practice
    MYOB AE in New ZealandSetting up MYOB Logins for your practice
    MYOB AO in New ZealandSetting up MYOB Logins for your practice
    See...
    MYOB AE in AustraliaDocument views
    MYOB AE in New ZealandDocument views
    If you use...Install...
    MYOB AE in AustraliaMYOB AE 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13)
    MYOB AO in AustraliaMYOB AO 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13)
    MYOB AE in New ZealandMYOB AE 5.4.12 and Document Manager 4.0.13
    MYOB AO in New ZealandMYOB AO 2015.3 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13)

    If you need more information on installing the latest software, see the instructions in the relevant Installation / Upgrade Guides for details.
     

    If you
    • want to activate MYOB

    Portal
    • Practice at a later stage or only make it available to certain employees in your practice, see

    Restrict to the portal
    • for more info.

    This should be done before you continue to Let's start.
     
  • You may also want to consider disabling the Share It auto prompts to the portal.
  • UI Expand
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    titleLet's startFirst-time setup

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    1. Open your MYOB AE or MYOB AO software on your desktop. 

    2. Click

      Image Removed

      Image Added on the toolbar. A message displays letting you know that it may take some time to set up your online data.

    3. Click Yes. The Terms of Use display.

    4. Carefully read through the terms and conditions and then select the I agree with the above terms of use checkbox.

    5. Click OK.
      Once your online data has been set up, you'll be directed to MYOB

      Portal

      Practice. A Welcome to AO/AE Live screen displays.

    6. Enter your practice name.
      By default, this is your company name as entered in MYOB AE or MYOB AO on your desktop. You would have set this up in Maintenance > Internal > Companies > Company Name. The first name in the list on the Maintenance - Companies page is used. If you would like to use a different practice name, simply edit the existing text.

    7. Click Finish.

      You'll now have access to MYOB

      Portal

      Practice. You'll be logged in as the same user you were logged into MYOB AE or MYOB AO - your desktop version.

    Access after the first time

    After the first time, you'll be able to access MYOB Portal, either:

    • directly from your browser using ae.myob.com (if you have MYOB AE) or ao.myob.com (if you have MYOB AO). Bookmark the page for easy access in the future.
      or
    • clicking Image Removed on the toolbar of your desktop version of MYOB AE or MYOB AO.

    Once you've logged in, you'll automatically have access to the same database that you were using on your desktop.

    What do I do next?

    • The first thing you may want to do is view your clients.
    • Next, you can complete setting up your portal.
    • You may also want to consider enabling two-factor authentication for your account. Two-factor authentication is a feature that makes signing into your account more secure. It combines something you know (your password) with something you have (your phone). This makes it harder for people to log into your account using a stolen password.
      Want to learn more? See The cheat's guide to two-factor authentication, or view the 2-factor authentication online help.

    Problems?

    Feel free to contact MYOB Support on 1300 555 666 if you have any problems or concerns

    Problems?

    Start by checking our FAQ and Troubleshooting contacts help topics. Please contact MYOB Support if you keep having issues.

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    MP

    Setting up your portal optionsAbout your client portals

    Portals

    What can I do in my portal?

    Panelbox
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    titleTroubleshooting
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    Checking your API service

    You're not in the right place

    Don't have access? 

    Can't see my clients list

    Page unavailable

    A service isn't running